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Campaigns

A campaign is a bulk outbound calling operation. Upload a list of contacts, assign an agent, and Oktivo handles dialing, retries, and result collection.

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How Campaigns Work

  1. Upload contacts provide a CSV with phone numbers, names, and optional dynamic variables
  2. Assign an agent select which AI agent handles the calls
  3. Configure settings set scheduling, concurrency, and retry rules
  4. Launch Oktivo begins dialing contacts according to your configuration
  5. Monitor track progress in real time via the dashboard or webhooks

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Campaign Settings

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Contact Statuses

Each contact in a campaign moves through these statuses:
  • pending queued, waiting to be dialed
  • in_progress currently being called or in a retry cycle
  • completed call finished successfully
  • failed all attempts exhausted without a successful connection
  • stopped manually cancelled

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CSV Format

Your CSV should include at minimum:
Additional columns become dynamic variables available in the agent’s prompt.

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CRM API vs Campaigns

Both use the same agents and produce the same webhook events.